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Displaying 75 results

Topic
  • June 23, 2013

1998 fixed-income funds

Rank Fund Portfolio net assets ($M) 1 BIF Money Fund (CMEXX) $54,171.5 2…

Topic
  • June 23, 2013

2013 fixed-income funds

Rank Fund Portfolio net assets ($M) 1 Pimco Total Return Fund Institutional (PTTRX)…

Topic
  • June 23, 2013

1998 equity funds

Rank Fund Portfolio net assets ($M) 1 Fidelity Magellan Fund (FMAGX) 83,552.1 2…

Topic
  • June 23, 2013

2013 equity funds

Rank Fund Portfolio net assets ($M) 1 Vanguard Total Stock Market Index Fund…

Topic
  • June 12, 2013

Tech trends: adviser app, product and software survey

Create your free online surveys with SurveyMonkey , the world’s leading questionnaire tool.

Topic
  • June 2, 2013

Top fee-only RIAs with 500+ financial planning clients

Rank Firm Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary…

Topic
  • June 1, 2013

Broker-dealer RIAs

Topic
  • May 19, 2013

Separately managed accounts: 1Q

   U.S. large-cap equity Product 1Q return 1-year return 3-year…

Topic
  • May 17, 2013

Wirehouse snapshot: Q1 2013

   Financial advisers Wirehouse 1Q 2013 % change vs. 4Q…

Topic
  • April 30, 2013

Retirement Income Survey